We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

2,436 hedge funds and large institutions have $75.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 967 increasing their positions, 996 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $6.8M

65% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $70.9B → $75.7B (+$4.72B)

1% more funds holding

Funds holding: 2,4202,436 (+16)

0.47% more ownership

Funds ownership: 79.07%79.54% (+0.47%)

3% less repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 996

2% less funds holding in top 10

Funds holding in top 10: 367361 (-6)

Holders
2,436
Holders Change
+16
Holders Change %
+0.66%
% of All Funds
32.07%
Holding in Top 10
361
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.63%
% of All Funds
4.75%
New
145
Increased
967
Reduced
996
Closed
88
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2201
Thor Investment Management
Ohio
$211K +$200K +3,400 New
DP
2202
Denver PWM
Colorado
$211K -$19.9K -339 -9%
MAM
2203
Marquette Asset Management
Minnesota
$211K -$19.6K -334 -9%
AMIM
2204
Aull & Monroe Investment Management
Alabama
$209K +$198K +3,375 New
PHAM
2205
Palisades Hudson Asset Management
Florida
$209K +$198K +3,371 New
TAM
2206
TCP Asset Management
Ohio
$208K +$197K +3,357 New
ISFAN
2207
Investor's Fiduciary Advisor Network
Washington
$208K -$288K -4,909 -59%
FVCM
2208
F&V Capital Management
Florida
$208K +$197K +3,350 New
WPA
2209
Wealth Preservation Advisors
Tennessee
$208K
RWM
2210
Reston Wealth Management
Virginia
$208K +$196K +3,346 New
CIP
2211
Capital Insight Partners
Arizona
$207K +$196K +3,345 New
GWA
2212
Gutierrez Wealth Advisory
Arkansas
$207K -$13.3K -227 -6%
WA
2213
Wealth Architects
California
$207K -$10.3K -175 -5%
LFGO
2214
Legacy Financial Group (Oklahoma)
Oklahoma
$207K +$196K +3,340 New
SFP
2215
Strategic Financial Planning
Texas
$207K +$196K +3,339 New
BFP
2216
Briaud Financial Planning
Texas
$207K +$32.9K +560 +20%
BL
2217
BFSG LLC
California
$207K -$24.1K -410 -11%
WPC
2218
White Pine Capital
Minnesota
$207K +$196K +3,335 New
EFG
2219
Ehrlich Financial Group
California
$207K -$7.34K -125 -4%
LWP
2220
LeClair Wealth Partners
Ohio
$206K +$195K +3,321 New
EPW
2221
Endeavor Private Wealth
Kansas
$206K +$195K +3,320 New
AL
2222
ACAS LLC
California
$205K +$186K +3,173 New
MOACM
2223
Mutual of America Capital Management
New York
$205K -$12.8K -218 -6%
RYIA
2224
Roehl & Yi Investment Advisors
Oregon
$205K +$194K +3,300 New
EWA
2225
Emergent Wealth Advisors
New York
$204K +$193K +3,285 New

IJH Hedge Fund Activity: Q2 2025 in Review

2,436 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2025, worth a combined $75.7B — up 6.6% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 88 closed out — a net gain of 57 holders — while 967 added to existing stakes and 996 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $523M. The largest seller was JP Morgan Chase, cutting an estimated $750M.

  • 2,436 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2025, up from 2,420 in Q1 2025.
  • Funds reported $75.7B of iShares Core S&P Mid-Cap ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2025 and 88 closed out, a net change of +57 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2025 was Goldman Sachs, an estimated $523M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $750M sold.

Based on aggregated 13F filings for Q2 2025.